# Social media account handoff checklist

PostTempo | Editable working template | Updated September 8, 2026
Companion guide: https://posttempo.com/blog/social-media-account-handoff-checklist

Copy this template for each brand or client. Keep passwords, tokens, backup codes,
and recovery secrets in your approved secret manager, not in this document.

## Scope and people

- Brand / client:
- Transfer window and timezone:
- Organizational owner:
- Outgoing lead:
- Incoming lead:
- Verification owner:
- Accounts and systems included:
- Exclusions and their owners:
- Evidence folder:

## Account inventory (repeat per account)

- Platform and public account URL:
- Organizational owner / business container:
- Incoming role and invitation status:
- Recovery owner (name of responsible role, no secrets):
- Scheduler connection and workspace:
- Other connected tools:
- Access test, result, date, and evidence reference:
- Unresolved issue, owner, and due date:

## Publishing and assets

- [ ] Snapshot drafts, scheduled posts, approvals, and failed or held posts.
- [ ] Check the destination account, date, time, and timezone for queued items.
- [ ] Verify captions, campaign links, approved media, rights, and disclosures.
- [ ] Record who owns each outstanding approval and publishing exception.
- [ ] Transfer source files, brand notes, and usage-rights evidence.
- [ ] Record analytics period, timezone, metric definitions, and source reports.
- [ ] Document current campaigns, commitments, escalation contacts, and holds.

## Acceptance and offboarding

- [ ] Incoming lead signs in with their own identity and confirms the right account.
- [ ] Incoming lead creates a nonpublic draft and verifies media and preview.
- [ ] Incoming lead locates approvals, queue, failures, and agreed reports.
- [ ] Organizational owner confirms control of administration and recovery.
- [ ] Both leads document acceptance and outstanding exceptions.
- [ ] Authorized owner removes or reduces outgoing native and tool access.
- [ ] Required shared credentials are rotated through the approved process.
- [ ] Verification owner checks the next publishing window and closes exceptions.

Status: Complete / Conditional / Not accepted
Acceptance owner and date:
Open exceptions, responsible owner, and due date:
Follow-up review date:

This is an operational checklist. Follow current platform access instructions and
your organization's requirements when authorizing transfers or access changes.